BHWA
JNPR

Beacon Harbor Wealth Advisors’s Juniper Networks JNPR Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio JNPR Stock Details JNPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-139,350
Closed -$4.37M – 75
2023
Q2 		$4.37M Buy
+139,350
New +$4.29M 1.43% 39

Other funds holding JNPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Harbor Wealth Advisors's JNPR Position: Q3 2023 in Review

Beacon Harbor Wealth Advisors sold out of Juniper Networks (JNPR) in Q3 2023, closing a stake of 139,350 shares — an estimated $4.37M sold.

Beacon Harbor Wealth Advisors first reported a position in JNPR in Q2 2023 and held it in 1 quarter. The position peaked at $4.37M in Q2 2023. 496 funds tracked by Wall St. Rank hold JNPR as of Q3 2023.

  • Beacon Harbor Wealth Advisors reported no remaining Juniper Networks position as of Q3 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 139,350 Juniper Networks shares in Q3 2023, an estimated $4.37M.
  • Beacon Harbor Wealth Advisors first reported a position in Juniper Networks in Q2 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Juniper Networks position peaked at $4.37M in Q2 2023.
  • 496 funds tracked by Wall St. Rank held Juniper Networks as of Q3 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.